What Is My Tax-Equivalent Yield?
Tax-free investments such as municipal bonds have lower yields due to
their tax-exempt status. Use this calculator to determine an equivalent
yield on a taxable investment. The higher your marginal tax bracket (state
and federal), the higher the tax-equivalent yield.
This information may help you analyze your financial planning needs. It is based on information and
assumptions provided by you regarding your goals, expectations and financial situation. This service shall
not infer that company assumes any fiduciary duties. In addition, such service should not be relied upon as
the only source of information. This information is supplied from sources we believe to be reliable but we
cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance
information. Past performance does not guarantee nor indicate future results.
